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Social Security

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Wealthier, Healthier Households Keep Spending In Retirement, Study Says

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Wealthy retirees in good health spend at levels that defy conventional wisdom, according to a Boston College study.

A Simple Guide To Maximizing Retirement Income

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Here are three simple but essential steps to help maximize your clients' retirement income.

How Social Security Benefits Are Impacted When Clients Become Widows

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Advisors need to be aware of how their clients' Social Security benefits are impacted when their spouse dies.

Avoiding The Social Security Tax Torpedo

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Taxable income can generate a need to pay taxes on more of Social Security benefits.

Shutdown Risk Rises As U.S. Congress Stalls On Stopgap Bill

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Current funding for the government expires on Friday, the impasse involves funding for Covid-19-related mandates.

For Healthy Women With Wealth, Delaying Social Security Pays

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Women who delay Social Security benefits to age 70 can gain $180,000 over a lifetime, one researcher says.

Ensuring Female Clients Maximize Social Security Benefits

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The issues women face show themselves in everything from Social Security benefits to estate planning, advisors say.

IRS Releases Tax Inflation Adjustments As Inflation Soars

by FA Staff

The standard deduction rises $300 to $25,100 for married couples filing jointly.

Maximize Clients' Social Security Benefits, Win Them For Life

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Nearly three-quarters of clients would switch advisors to maximize Social Security benefits.

New Strategy Links Social Security, IRA Withdrawals, Minimizes Taxes In Retirement

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The strategy uses Roth IRAs to maximize tax savings on mandatory withdrawals and Social Security payments.

Are Longevity Assumptions Obsolete?

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Estimates for clients' lives might be too out of date for their retirement plans.

New Bill Would Hike Taxes On Wealthy To Bump Up Social Security Benefits

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The bill increases Social Security benefits for current and new beneficiaries by 2%.

These Are The World's Best (And Worst) Pension Systems In 2021

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The U.S., at 19th, could increase its ranking if it raised the minimum pension for low-income retirees.

Social Security Benefits To Get Biggest Increase In 40 Years

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Americans in the program will get a 5.9% bump in benefits starting in January.

Maximizing Social Security Benefits And The Client Experience

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Making smart choices about Social Security filing will make a difference in your clients' financial outlooks.

Social Security Strong Enough To Weather Pandemic, Analysis Says

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But Congress still needs to address the program's deficit, according to Boston College's Center for Retirement Research.

Many Americans Have Shifted Retirement Target After Covid

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More than a third of Americans have moved up or pushed back their target date, says Northwestern Mutual.

Investing For Income Doesn't Mean What It Used To, Advisor Panel Says

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Plummeting Treasury yields require a rethinking of retirement income and withdrawal strategies, a panel of experts said.

New Strategy Links Social Security, IRA Withdrawals, Minimizes Taxes In Retirement

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The strategy uses Roth IRAs to maximize tax savings on mandatory withdrawals and Social Security payments.

Social Security Benefits Might Get A 22% Haircut In 2034, Trustee Report Says

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The Covid pandemic has accelerated the program's depletion of reserve funding, the report said.

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